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* Financial Planning Workshop Speakers

Philip C. Gallant, Executive Vice President of New York Long-term Care Brokers, Ltd, and Advantage Financial Services will present “Long-term Care Financing In New York, A Special Challenge”. Mr. Gallant is a nationally recognized leader in the long-term care industry, and has published numerous articles about long-term care. He has been a main platform speaker at several industry functions on the subject, “Long-term Care In a Changing Society”, “How to Build the Perfect Long-term Care Policy”, and other topics. In addition, he has spoken before the Eastern New York Chapter of Financial Services Professionals, (of which he is a member) and the New York State Bar Association about long-term care planning and long-term care insurance.

David M. Kopyc, CSA, CRPC of Advantage Financial Services, and LLC will present “How to protect and Invest Your Money”. Mr. Kopyc is a well-known Financial Educator in the Capital Region. For eighteen years, he has been teaching investors 55+ how to preserve their assets, increase their income, and help reduce the taxes they pay. He is a Certified Senior Advisor (CSA), Chartered Retirement Planning Counselor (CRPC) and an Investment Advisor Representative.

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